What is Dynamics 365 Finance & Operations Implementation

1. What is Dynamics 365 Finance & Operations Implementation

2. Project Overview • At Tectura, we understand that every Dynamics 365 Finance & Operations is unique, and requires a customized approach to success. Our team of experts will work closely with your organization to develop a comprehensive plan that meets your specific business needs and objectives. Our approach is based on the following key steps. • Discovery Phase: This phase involves a comprehensive analysis of your business processes, needs and pain points. Our team will work with your users to identify key areas of improvement and develop a work plan that meets your objectives. • Design phase: In this phase, we will develop a detailed solution design based on the requirements identified in the discovery phase. This includes configuring Dynamics 365 Finance & Operations Implementation to meet your business needs and making any necessary changes or mergers. • Development Phase: During this phase, our team will build and maintain the solution according to the plan description. We will make any changes or mergers necessary to create data migration as needed. • Testing Phase: During this phase, we will thoroughly test the solution to ensure that it meets your business needs and performs well. We will work closely with your team to conduct user acceptance testing and address any issues that come up. • Deployment Phase: Once the solution is tested and approved, we will deploy it to your production environment. Our team will work closely with your IT staff to ensure a smooth and successful implementation.

4. Goals and Objectives • During the discovery phase, our team will work closely with your organization to understand your business strategy and objectives for the Dynamics 365 Finance & Operations implementation project. Current State Assessment • We will scrutinize your current business processes, processes and data to identify areas for improvement and optimization.

5. Design Phase Data Migration Strategy • Our team works with your organization to develop a data migration strategy that ensures a smooth transition from your legacy system to Dynamics 365 Finance & Operations. This includes identifying data sources, defining data mapping, and planning for data validation and testing. Solution Design • During the design phase, our team collaborates with your organization to create a customized solution design that meets your unique business requirements. This includes defining functional specifications, identifying customizations, and creating a detailed project plan.

6. Development Phase Integration • Our team will also ensure seamless integration with any existing systems or software, minimizing disruption to your day-to-day operations. Customization • During the development phase, our team will work closely with your organization to customize Dynamics 365 Finance & Operations to meet your specific business needs.

7. Testing Phase • During the testing phase, our team will ensure that all functionality is working as intended and that any bugs or issues are identified and resolved. This phase includes: • Unit Testing: Testing individual components to ensure they are functioning correctly. • Integration Testing: Testing how different components interact with each other. • User Acceptance Testing: Testing the system with end-users to ensure it meets their needs and expectations.

8. Deployment Phase • The Deployment phase is the final step in the implementation process. This is where the solution is rolled out to the entire organization. The goal of this phase is to ensure a smooth transition to the new system and to minimize disruption to business operations. • Key Activities • Finalize the deployment plan and schedule • Perform user acceptance testing • Migrate data from legacy systems • Configure security settings • Train end-users on the new system • Perform a final system check and ensure all integrations are working correctly

10. Key Deliverables • Deployment plan and schedule • User acceptance testing results • Migrated data from legacy systems • Configured security settings • Training materials and documentation • Final system check and integration testing results • User training • We provide comprehensive user training to ensure your team is prepared to successfully implement the new system. • Change management • we work with your team to create a transition strategy to ensure that changes flow smoothly into the new system. • Adoption Support • We provide ongoing support to ensure your team implements the new system effectively and efficiently.

12. Ongoing Support • Our commitment to providing you with successful • Our support does not end after use. We are committed to continued success and provide ongoing support to meet your business needs to ensure the success of your program. • Dedicated maintenance and inspection • We proactively monitor your system to identify potential issues before they become a problem, and perform regular maintenance to keep your system up to date and running at peak performance. • Dedicated support team • Our team of dedicated support staff is available to answer your questions and provide assistance whenever you need it. We work closely with you to understand your unique business needs and provide tailored support to help you achieve your goals.